Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Saving for Education
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Insurance

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • B.S. with Distinction; Parks, Recreation & Tourism; University of Maine; 1995

Community participation

Maine State Society of Washington DC

Friends of the W&OD Trail

American Lung Association Trek Across Maine

Interests

Croquet, wiffle ball, hiking, trivia, minor league baseball, and chilling on the beach.